Capasso Planning Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Capasso Planning Partners’s Portfolio COWZ Stock Details COWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Sell	5,278 -995	-16%	-$62.5K	0.18%	60
2025 Q4	$377K	Sell	6,273 -3,561	-36%	-$209K	0.21%	55
2025 Q3	$565K	Sell	9,834 -4,142	-30%	-$235K	0.35%	40
2025 Q2	$770K	Sell	13,976 -10,217	-42%	-$541K	0.44%	39
2025 Q1	$1.32M	Sell	24,193 -8,025	-25%	-$457K	0.55%	35
2024 Q4	$1.82M	Sell	32,218 -15,348	-32%	-$900K	0.73%	28
2024 Q3	$2.75M	Sell	47,566 -13,361	-22%	-$749K	0.81%	21
2024 Q2	$3.32M	Buy	+60,927	New	+$3.38M	1.08%	18

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capasso Planning Partners's COWZ Position: Q1 2026 in Review

Capasso Planning Partners reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 16% in Q1 2026, selling an estimated $62.5K and leaving 5,278 shares worth $330K. The position accounts for 0.18% of the portfolio, ranked #60.

Capasso Planning Partners first reported a position in COWZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.32M in Q2 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Capasso Planning Partners held 5,278 shares of Pacer US Cash Cows 100 ETF worth $330K as of Q1 2026.
Capasso Planning Partners sold 995 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $62.5K.
Pacer US Cash Cows 100 ETF made up 0.18% of Capasso Planning Partners's portfolio in Q1 2026, its #60 holding.
Capasso Planning Partners first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and has held it in 8 quarters since.
Capasso Planning Partners's Pacer US Cash Cows 100 ETF position peaked at $3.32M in Q2 2024.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.